CIK: 0001697300
申報總市值
US$28.5億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 5.80% | — | -1.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.77% | +0.28% | +0.96% | |
| 3 | BA | Boeing Co/the | 股票-工業 | 4.67% | — | +0.44% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.32% | — | -7.55% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.25% | -0.14% | -2.85% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.45% | -0.24% | +3.87% | |
| 7 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.35% | — | +0.12% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.06% | — | -23.15% | |
| 9 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 2.50% | — | -2.26% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.50% | -0.44% | +14.24% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.38% | — | +7.78% | |
| 12 | MO | Altria Group INC | 股票-非循環性消費 | 2.30% | — | -48.34% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.67% | — | -0.03% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.33% | +7.80% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.50% | — | -58.14% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.71% | -3.41% | |
| 17 | USX1 | United States Steel CORP | 股票-其他 | 1.32% | — | — | |
| 18 | MET | Metlife INC | 股票-金融 | 1.15% | — | -32.86% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | — | -2.26% | |
| 20 | BIIB | Biogen INC | 股票-醫療保健 | 1.07% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.09% | -0.78% | |
| 22 | CELG | Celgene CORP | 股票-其他 | 0.96% | — | +40.12% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | — | -1.24% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +1.21% | +241.90% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.74% | — | +26.28% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -9.01% | |
| 27 | T | At&t INC | 股票-通訊服務 | 0.67% | — | -7.16% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 0.67% | — | +0.12% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.66% | — | +6.25% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.63% | — | -10.77% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.62% | — | -2.26% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | -0.31% | -11.83% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | +90.60% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | -0.14% | +4.15% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事業 | 0.57% | — | +3.85% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.57% | — | +18.94% | |
| 37 | HD | Home Depot INC | 股票-循環性消費 | 0.56% | — | -8.28% | |
| 38 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 0.55% | — | -0.63% | |
| 39 | CAT | Caterpillar INC | 股票-工業 | 0.54% | +0.09% | -1.78% | |
| 40 | ✓ | Powershares Exchange | 股票-其他 | 0.52% | — | -7.81% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.52% | — | -1.28% | |
| 42 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.52% | — | -2.53% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | -1.68% | |
| 44 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.51% | — | +0.26% | |
| 45 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.49% | — | -3.01% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.48% | — | +0.14% | |
| 47 | GGAL | Grupo Financiero Galicia-adr | 股票-其他 | 0.47% | — | — | |
| 48 | FCX | Freeport-mcmoran INC | 股票-原物料 | 0.46% | — | -4.75% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.14% | -51.27% | |
| 50 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.46% | — | -2.89% |